The latest opinion and commentary from MarketWatch and Barron's columnists

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Investors hate energy stocks; Buffett and insiders love them. Choose your side.

Buffett’s Berkshire Hathaway is boosting energy-sector exposure. Here are stocks to consider now.


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The Lessons 'Oppenheimer' Holds for the U.S.-China Conflict

Christopher Nolan's biopic shows just how difficult it is for the government to keep the lid on advanced technology, and how costly it can be to try.

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Zuck beats Musk at his own game with Meta’s year of efficiency

Meta is growing revenue and building new products — all with a leaner operation.

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Microsoft’s AI payday will take time, and investors need to be patient

Microsoft shares fall after hours as executives remind that the payoff from AI will take some time, while spending will increase.

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Outbound Investment Screening Is Coming. What to Expect.

The Biden administration sees a gap in its ability to manage the U.S.-China relationship. A new national-security tool is likely to fill it, writes Emily Benson.

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China is feeling the pinch from a weakening global economy and U.S. restrictions

Mohamed El-Erian: 3 ways China can deliver robust and sustainable domestic growth to its citizens.

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‘Get Shorty’ meets the statehouse in a $1.5 trillion pension caper

State and local governments are using pension funds to funnel money from middle-class taxpayers to fund managers, new report says.

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The Bank of Japan Is Repeating the Fed's Mistakes

If a central bank waits for inflation to take hold before it starts raising interest rates, it will have waited too long, writes Desmond Lachman.

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A Spark Could Set Inequality Ablaze

Frustration with an unequal recovery from Covid is making social unrest more likely, writes Peter W. Atwater.

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Signs Point to a New Surge in Productivity

A dip in U.S. productivity is disquieting, but a resurgence could be on the way, writes Gregory Daco.

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Op-Ed: A Debate Is Raging Over How to Fight Inflation

In one corner is former Treasury Secretary Larry Summers. In the other, heterodox economist Isabella Weber. Who wins has big implications for inflation policy, writes J.W. Mason.

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America has a $1.7 trillion student-debt crisis: ‘Where is the call for wise student borrowing?’

‘Isn’t anyone making the connection between this national problem and the financial illiteracy crisis?’ writes Tim Ranzetta.

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Ukraine’s membership in NATO is needed to keep critical technology out of China’s hands

The West must show Beijing it is willing to fight for Ukraine -- and Taiwan, writes Peter Morici.

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These 3 tips help small-business owners make better money decisions

Entrepreneurial energy is frequently paralyzed by day-to-day challenges .

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‘Overbought does not mean sell.’ Stock bulls and this market have room to run.

The S&P 500's next major resistance is at 4650 -- the highs from March 2022.

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This secret elixir can boost earnings, tame inflation and push stocks higher

10 companies that will benefit from the coming productivity boom.

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These two EV companies are miles ahead of the pack. Yes, Tesla is one of them.

Why Tesla and Rivian have the inside lane to dominate a rapidly growing electric vehicle market.

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Why Tony Bennett’s passing signifies the end of a musical era

It's an end to the Golden Age of crooners — and an era of American music.

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Europe's Tweaks to IP Rules Should Go Further

The European Union is taking steps to limit patent abuse in public-health emergencies. It could do more, writes Ellen 't Hoen.

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Wildfires Could Drive a Real-Estate Correction

Mortgage default rates could rise above 10% in affected communities under the worst climate scenarios, a model by investor David Burt shows.

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Despite hype, tech earnings still won’t show many results from AI yet

Investors are being reminded that AI is not going to become an immediate or a major revenue contributor for most companies for some time.

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Taiwan Semi execs slap down some frenzy for AI among chip makers, with concerns about sustainability

Taiwan Semiconductor Manufacturing Corp. executives may have slapped down some of Wall Street's euphoria over artificial intelligence, reflected in the recent runup in the stock prices of several chip makers, with cautious...